Eton Solutions vs Asora

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Eton Solutions

Category
Portfolio Management

USA-based Eton Solution's platform AtlasFive, leverages technology and processes for efficient transaction processing, data collection and reporting. Powered by risk-mitigating workflows and A.I, Atlas Five solves one of the most common industry challenges: inefficiency and a lack of timely and accurate data.

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ethic

Ethic

Category
Impact & ESG

Denmark’s new entrant Asora securely connects and aggregates clients’ data to provide benchmarking, risk and performance reporting that is easy on the eye. Asora’s platforms allows it to track and monitor both private and liquid assets while the mobile app provides a compelling experience to the principals. Data coverage and quality is a cornerstone, and as an open platform Asora seamlessly integrates with other systems.

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Company
Employees

  • 100–500

Revenue

  • $10 million+

Founded

  • 2015

Ownership

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners
  • External investors (neither clients nor staff)
  • Navis Capital Partners is also an owner

Incorporated

  • United States of America

Locations

  • Chapel Hill
  • Bangalore

Top 5 Markets

  • Canada
  • United States of America
  • New Zeland
  • Switzerland

Total AUM

  • $450 billion

Avg. AUM per client

  • $1–20 billion


50-100


< $50 million


2015


  • Key staff also have ownership
  • External investors (neither clients nor staff)
  • Clients are also owners
  • Owned by management


United States of America


New York City



As of July 2022: $2 billion


Client
Focus

  • Single-family offices

Serves also

  • Multi-family offices
  • Financial advisors
  • Trust companies

Number

  • 390 families


  • Investment & Financial Advisors (RIA / IFAs)


  • Individual wealth owners
  • Single family offices
  • Multi-family offices


  • 109 RIAs
  • 12 single family offices
  • 7 multi-family offices
  • 6 institutional consultants

Product
Main tasks

  • Accounting
  • Consolidated reporting
  • CRM
  • Governance
  • Compliance
  • Portfolio management
  • Data aggregation
  • Risk management
  • Transaction processing
  • Dynamic integrated workflow management
  • Alternative asset management and tracking
  • Document management and AI assisted search
  • Performance reporting

Top features

  • CRM
  • Document management
  • General ledger data
  • Aggregation
  • Partnership and trust accounting
  • A/P – payments processing
  • Consolidated reporting
  • Portfolio management
  • Client portal
  • Risk management
  • Client communication via integrated secure messaging application
  • Dynamic permissions to types of documents, types of activities and client relationships and entities
  • Project tracking
  • Disaster recovery
  • Business continuity
  • Omnibus and Reg-9 Functionality

Assets supported

  • All assets are supported on the platform

Compliance

  • GDPR
  • SOC 2 certified, and adheres to ISO27001, NY DFS, CSA STAR, FED RAMP, GDPR and CCPA standards

Whitelabel

  • Yes


Consolidated Reporting
Asset Management
Portfolio Management
Impact reporting & ESG Management
Education & Training


  • Sustainability research and resources
  • Sustainability diagnostic on existing assets
  • Tax optimisation and harvesting


Bankable or Financial Assets & Funds


-


Yes

Technology
Type Of Software

  • SaaS

Security

  • Azure world class security infrastructure and security monitoring operations
  • Fort Knox Cyber Security
  • Customer supplied encryption keys (CSEK)
  • Native Azure AD integration
  • Identity federation, single sign-on and multi-factor authentication
  • Real time security incident and event management

Ecosystem

  • Microsoft

Integrations

  • Incoming bank feeds from many custodians and banks
  • Electronic Funds Transfer, WIRE/SWIFT, account transfer and bill pay with multiple banks
  • Integration with market data sources like Refinitiv APIs
  • Bill.com
  • Advisor Peak

Mobile App

  • Yes


SaaS



Java


Software integrations can be discussed on a case-by-case basis.


No